- Buy-side investment professional with 8 years of investing experience across middle market private equity, growth / structured equity, fundamental long/short equity, and distressed credit & loan-to-own investments
- Currently a VP at a software-focused growth equity / structured equity fund
- Extensive end-to-end private equity transaction experience supporting all aspects of the investment process including financial modeling, due diligence, investment committee presentations, structuring, and legal negotiations
- Significant operating experience serving as board member of several private equity portfolio companies
- Closed deals include buyout, growth / structured equity investments across the enterprise software / B2B vertical SaaS, fintech & payments, healthcare IT, consumer/retail, industrials, and business services sectors
- Helped former mentees receive offers at following firms: Audax, EQT, Gemspring, General Atlantic, Greenbriar Equity Group, H.I.G., OceanSound, Pritzker
- BSc. in Economics, concentration in Finance from a target school
Reviews for this mentor
He offered great advice on preparing for private equity recruiting, covering everything from contacting headhunters to interview prep. Throughout the interview, he regularly pointed me to sources of information that will be invaluable in this upcoming recruitment process. As a whole, I was thoroughly pleased and will definitely be requesting his services again when it comes time for formal interview preparation, as he is extremely experienced with this process.
Thanks for helping me with this!
I found our time to be incredibly helpful from both a mock interview and career guidance standpoint. He was able to provide thoughtful interview questions and feedback on ways to improve. Further to this, he took the time to press on answers rather than taking them at surface level. I appreciated this level of thoroughness.
Additionally, my mentor was able to answer questions I had about the broader process as well as ways to gain interviews.
I have spoken with friends as well as used a WSO mentor in the past, and can confidently say this was the most helpful input / guidance I have received. Not sure if there is a rating but 10/10.
Anyone who wants to improve their chances at getting a buyside job should hire him. 100%. I was blown away by how helpful he was. While people may be uncertain given the cost, it is DEFINITELY worth it. He was hands down the most helpful person I’ve encountered during this process.
He’s incredibly understanding of one’s background, skill set and knowledge. And most importantly, he cares.
He provided me with probably the most helpful mock interview and advice for PE recruiting. Not only was the conversation enjoyable, but also quite challenging. He brought up some must-know topics for interviews that I've never seen in my previous prep programs or guides. I felt much more confident after speaking with him on items like how to structure my deal walkthrough, the equity vs debt investor viewpoints, and how to analyze a quick case. He was very generous with his time, as we went nearly 30 minutes over the hour mark! We spent some time talking generally about interview tips and career trajectory at the end, which was helpful color and once again provided me with much-needed clarity. It was an invaluable discussion and one that I would very highly recommend!
Join WSO as Mentor
Why Anonymous?
Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.
How It Works
All of our mentors are actual professionals. You can be sure that we will match you with an expert in your target industry and that they have gone through strict WSO training to ensure a smooth experience.
Frequently Asked Questions
Can’t find an answer? Please send an email to [email protected]
The WSO mentor service runs at a very slight profit (~5-10% net margin) in order to help motivate amazing professionals to provide great (free) advice in the forums (many mentors have green "mentor" buttons next to their usernames) which strengthens the entire WSO community. Luckily, there is a surprising number of elite professionals within the WSO community that love giving back to motivated candidates. We also recently automated the mentor matching with an algo that helps reduce the manual work needed on the backend should a requested mentor not be available. Prices range from as low as $57 up to $997 depending on the package you purchase and the mentor you select. Given the success of our service and the number of repeat clients we have, we know that we can afford to run on thin profit margins and serve thousands of applicants. We also know that many of you will follow the advice of our mentors and invest in additional courses and/or services from WSO.
After checking out, your request will immediately be sent to the mentor you selected. You will be expected to fill our some basic information (location, industry preference, etc) along with upload a Word version of your resume in order to help the mentor decide if they feel like they are a great match. As soon as they accept (usually within ~9-12 hours), an email will be sent making an introduction. Your mentor will introduce him/herself and then proceed to review your current resume and/or offer times when you can connect for a mentor session. Over the following days, you will schedule a time that is mutually convenient for you initial phone call to go over what you need help with (mock interview, career consultation and/or both). If you would like to continue with this mentor, you can schedule more hours anywhere from 1 hour to 3+ hours with him/her over the following weeks & months.
Typically the match happens within 12hrs. If your preferred mentor has not responded within 9 hours or they indicate they can't take you on as a mentor, we will notify other top mentors that have the most in common with the mentor you selected (based on our matching algo). These backup mentors will indicate to you if they are available and you have the choice to move forward with one of them, get a refund or wait longer for your preferred mentor. If for whatever reason we cannot match you in time and/or there are no mentors that are available that you'd like to work with, we will refund your purchase in full, no questions asked.
We have an incredible team of 1,000+ dedicated mentors across top firms all around the world. Our #1 goal is to make sure you are placed in the hands of the most competent and detail-oriented professional in your specific target industry. This coupled with our strict process ensures a smooth and thorough experience. Why do we use actual professionals? The answer is simple: they are the ones ACTUALLY SCREENING APPLICATIONS for their own firms! They know what it takes to make it out of the trash pile and into the interview pile. On top of this, since we have been doing mentor sessions for over a decade across THOUSANDS of clients, we are able to immediately identify a top mentor and feed them more clients to ensure happy customers like you (due to our strict screening process). Our team includes investment bankers at all the top bulge brackets and elite boutique banks as well as private equity, hedge fund and VC professionals at the most prestigious funds. We also have reviewers at the top management consulting firms in the world, elite prop trading firms, top corporate finance roles as well as other related finance careers.
Usually these are all self-limiting beliefs, but if you're unsure if we are a good match for you, please send us a quick email to [email protected] and we can send over some bios if we think there might be a potential good match for you.
Too Young / Too Inexperienced: We do NOT recommend our mentor service until you at least have at least some relevant WORK experience that we can leverage. For the young clients out there, this means an internship, ideally in your target or related industry. If you are still in high school, it is unlikely that you have this experience. The earliest we'd recommend doing a mentor session is early freshman or early sophomore year as you prepare for summer internship recruiting. If you have no relevant experience then it probably doesn't make sense to sign up for the service. Our mentors are amazing, but they aren't magicians. If you tell us you really want to be in Investment Banking or Private Equity (for example) and everything in your background points to law or medicine, it's going to be an uphill battle. On the other hand, if you have unrelated experience but you have started the transition process by taking relevant classes and joining relevant clubs and associations, we'd love to work with you. You may not be the most competitive candidate, but we will highlight the most relevant education and functions at your current job that would translate well across industries.
Too Old / Too Experienced: We DO recommend our mentor service for more experienced professionals that are looking to make a transition or have an interview coming up. We have several very senior mentors that can answer the tough questions and make sure you are up to date on the latest trends in your target industry. However, before you move forward, we encourage you to give yourself an honest assessment. If you are looking to make the transition and have not made any steps outside of considering this mentor program, you probably aren't ready. If you've taken steps (education, new degrees, courses, etc) and feel like you're ready, we're on board and eager to help!
Yes, but if you have a negative attitude you are unlikely to have success. If you think a mentor session is an automatic referral, please don't bother to hire us.
Yes, our mentors often do refer our clients for open positions at their firms (over 20%), however, this should not be asked of our mentors to avoid a conflict of interest and it should not be expected as part of the service. It is up to you to impress the mentor if this is your goal, however, we believe you can gain much more out of the experience by being honest about your weaknesses and concerns with the mentor so there can be an open dialogue on how to improve your chances.
The only discounts are for larger packages and more hours purchased at once. This is an incredibly labor intensive 1-on-1 service using finance professionals that typically make well over $200/hr and are doing this primarily to give back.
This is a personal question and the answer is naturally subjective. If you are serious about landing a job in investment banking, private equity, hedge funds, trading, asset management, management consulting or any other competitive industry, it's more than likely that the answer to that question is a resounding "YES".
Career services advisers at your school are not screening applications for interviews...neither are your classmates. If you do happen to have a friend in the industry, are they going to take the hours necessary to give you a realistic mock interview? Odds are that their time is limited outside the office and if they do give you some guidance, it won't be as thorough as our expert mentors. If you look at the competitive nature of recruiting nowadays, why would leave your application up to chance when many of these jobs pay well over $100,000?
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